The Portfolio Page
After adding assets, you will see your total net worth, with a breakdown of assets and liabilities. Below, you'll find a detailed table view of your holdings.
To switch between views, use the options at the top of the portfolio page.
Asset Class View: The default view, grouping assets by type.
Account View: See assets grouped by the accounts they're held in.
Currency View: Useful for those with multi-currency portfolios.
Tag View: Custom organization based on tags you've created.
Allocation chart
In the Assets section, look for the "View as:" option in the top right corner.
Switch from "Table" to "Chart" view to see the Allocation Chart.
This chart shows the percentage allocation of your assets across different classes over time.
The chart uses color-coded areas to represent different asset classes such as Public Market, Crypto, Cash & Cash Equivalents, Retirement Fund, Robo Account, and Alternative Investment.
You can hover over different parts of the chart to see exact percentages for each asset class at specific points in time.
This visual representation helps you quickly understand how your asset allocation has changed over time and identify any significant shifts in your portfolio composition.
You can click on the labels below the chart to filter and show only specific asset classes, allowing for a more focused analysis.
Pro tip: Regularly reviewing your allocation chart can help you ensure your portfolio remains balanced according to your investment strategy and risk tolerance. If you notice significant changes in allocation percentages, it might be time to consider rebalancing your portfolio.
Deep dive on individual holdings
Click on any asset in your portfolio to open the right-hand panel. This panel provides detailed information about the selected asset, including:
Current value and quantity
Performance metrics
Historical price chart
Comparison to benchmarks like the S&P 500